13F HOLDINGS REPORT
Iron Triangle Partners LP
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001172661-23-002176
Total Value
$693.2M
Positions
27
Other Managers
0
Confidential Omitted
No
Holdings (27)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SANOFI | SNYNF | 1,179,736 | $64.2M | 9.26% |
| 2 | ABBVIE INC | ABBV | 320,000 | $51.0M | 7.36% |
| 3 | ICON PLC | ICLR | 190,000 | $40.6M | 5.85% |
| 4 | DEXCOM INC | DXCM | 340,000 | $39.5M | 5.70% |
| 5 | UNITEDHEALTH GROUP INC | UNH | 80,000 | $37.8M | 5.45% |
| 6 | ACADIA HEALTHCARE COMPANY IN | ACHC | 512,706 | $37.0M | 5.34% |
| 7 | GILEAD SCIENCES INC | GILD | 420,000 | $34.8M | 5.03% |
| 8 | EVOLENT HEALTH INC | EVH | 1,000,402 | $32.5M | 4.68% |
| 9 | COOPER COS INC | 216648402 | 85,000 | $31.7M | 4.58% |
| 10 | INTUITIVE SURGICAL INC | ISRG | 120,000 | $30.7M | 4.42% |
| 11 | ESTABLISHMENT LABS HLDGS INC | ESTA | 425,000 | $28.8M | 4.15% |
| 12 | SURGERY PARTNERS INC | SGRY | 815,552 | $28.1M | 4.06% |
| 13 | PACIFIC BIOSCIENCES CALIF IN | 69404D108 | 2,300,000 | $26.6M | 3.84% |
| 14 | CHARLES RIV LABS INTL INC | 159864107 | 130,000 | $26.2M | 3.78% |
| 15 | IDEXX LABS INC | 45168D104 | 50,000 | $25.0M | 3.61% |
| 16 | LEGEND BIOTECH CORP | LEGN | 500,000 | $24.1M | 3.48% |
| 17 | SAREPTA THERAPEUTICS INC | SRPT | 160,000 | $22.1M | 3.18% |
| 18 | 10X GENOMICS INC | TXG | 350,000 | $19.5M | 2.82% |
| 19 | INSPIRE MED SYS INC | 457730109 | 70,000 | $16.4M | 2.36% |
| 20 | SCHRODINGER INC | SDGR | 595,697 | $15.7M | 2.26% |
| 21 | CUTERA INC | 232109108 | 600,000 | $14.2M | 2.04% |
| 22 | 908 DEVICES INC | MASS | 1,050,000 | $9.0M | 1.30% |
| 23 | OLINK HLDG AB | OLN | 400,000 | $9.0M | 1.30% |
| 24 | 2SEVENTY BIO INC | 901384107 | 868,939 | $8.9M | 1.28% |
| 25 | SPRINGWORKS THERAPEUTICS INC | 85205L107 | 312,664 | $8.0M | 1.16% |
| 26 | BROOKDALE SR LIVING INC | 112463104 | 2,700,000 | $8.0M | 1.15% |
| 27 | STEREOTAXIS INC | STXS | 1,832,577 | $3.7M | 0.54% |